The question is why would you not reward risk taking?
MC stocks, and it's obvious in every investor preso have a maturity timeline 7 10 Years into the future.
It's a gamble, they're acquiring something cheap and believe they'll extract value that way. Now, could they do anything differently? Or do terrible deals like MMJ to find cash?
I actually think this is making CPH valuation potentially +50% over the next 6 month on fundamentals.
Also, If you're in MC and not looking at 2022-2025, you're missing the whole point of this industry and you won't realise the potential of this industry.
thumbs up from me though, because you always need to debate and be able to entertain an opposite opinion to stay relevant.
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